Latest Economic Review: Sunpointe Illuminations

Matthew Zeigler

Managing Director & Private Wealth Advisor

Matt is a Managing Director and Wealth Advisor at Sunpointe Investments. He believes everyone deserves to be heard and communicated in terms they can understand. Over his 18+ year career in financial services, he’s gained a tremendous respect for complexity, and a healthy disdain for needless complications.

Matt’s talent-turned-skill is engaging people empathetically around their unique situations. With an undergraduate degree in music from The University of Hartford and an entrepreneurial background, he brings a unique approach to setting strategy. Prior to Sunpointe, he held multiple positions at Bank of America Merrill Lynch, including most recently, as a Senior Financial Advisor, Portfolio Manager, and First Vice President.

Outside of Sunpointe, Matt lives in Northeastern Pennsylvania with his wife, Val, and their dog, Otis.  Matt’s curiosity streak is well-documented on his popular daily blog, Cultish Creative, along with the number of conferences, publications, and podcasts he regularly writes, speaks, and contributes to.

You can expect personal, proactive attention from your dedicated team:

Michael Pompian

Founder, Chief Investment Officer

CFA®, CAIA, CFP®

Jack Dwyer

President

CFA®, CAIA

Douglas A. Nelson

Managing Director & Private Wealth Advisor

Matthew Zeigler

Managing Director & Private Wealth Advisor

Jocelyn Hillis

Director of Operations

Lee Boudouris

Senior Associate

Angela Pompian

Chief Compliance Officer, Investment Advisor

Benjamin Tuscai

VP of Financial Planning & Private Wealth Advisor

Shanglin (David) Zou

Finance Operations Associate

Lisa Kearns

Wealth Management Client Associate

Kristine Bailey

Senior Registered Client Associate

Scarlett Ni

Operations Analyst

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